firm profile
Vicus Capital, Inc.
Overview
Vicus Capital, Inc. is an SEC registered investment adviser based in State College, PA, registered since 2001. It reports $3B in assets under management across 9,938 accounts, with 84 employees. It has 88 investment adviser representatives.
- Reported AUM
- $3B
- Discretionary
- 96%
- Accounts
- 9,938
- Average account
- $301K
- Employees
- 84
- Advisory reps
- 88
- Registered since
- 2001
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Eric Kramer Dare President, Chief Executive Officer CRD 4684045
- Edward Kramer Dare Chief Financial Officer CRD 1041221
- Kimberli Jean Casner Chief Compliance Officer CRD 4887751
2 more executive officers, with direct contact details
Advisory reps 3 of 88
- Vincent Bruce Anderson Insurance Agent · Investment Adviser Rep CRD 845206
- Michael Christopher Assad Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4651897
- Keith P Behrmann Registered Rep · Investment Adviser Rep CRD 5117070
85 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 476 Rolling Ridge Dr Ste 315
State College, PA 16801 - County
- Centre
- Metro area
- State College, PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: vicuscapital.com
Every state, with registration dates
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